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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

GRIES FINANCIAL LLC

Quarter ended Q3 2024 · Filed October 18, 2024 · Accession 0001213900-24-088867

Total Value
$534.3M
Positions
273
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (273)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200117,512$67.8M12.69%
2ISHARES TR46432F339140,290$25.2M4.71%
3FIRST TR EXCHNG TRADED FD VI33740U687622,667$21.5M4.02%
4RBB FD INC74933W452421,706$21.1M3.95%
5BLACKROCK ETF TRUSTBLK350,749$17.4M3.25%
6ILLINOIS TOOL WKS INC45230810965,863$17.3M3.23%
7SPDR S&P 500 ETF TRSPY22,578$13.0M2.42%
8ISHARES TR46428772179,088$12.0M2.24%
9MICROSOFT CORPMSFT20,991$9.0M1.69%
10BLACKSTONE SECD LENDING FDBX297,195$8.7M1.63%
11APPLE INCAAPL32,145$7.5M1.40%
12INVESCO QQQ TRIVZ13,478$6.6M1.23%
13NVIDIA CORPORATIONNVDA52,197$6.3M1.19%
14FIRST TR EXCHNG TRADED FD VI33740F516160,034$6.1M1.13%
15SPDR S&P MIDCAP 400 ETF TRMDY10,350$5.9M1.10%
16ISHARES TR46428743253,036$5.2M0.97%
17VANGUARD INDEX FDS9229083639,531$5.0M0.94%
18ISHARES TR46428765522,466$5.0M0.93%
19ISHARES TR46428750778,748$4.9M0.92%
20AMAZON COM INCAMZN25,151$4.7M0.88%
21VANGUARD INDEX FDS92290876915,655$4.4M0.83%
22PROCTER AND GAMBLE CO74271810924,900$4.3M0.81%
23BLACKROCK ETF TRUST IIBLK78,377$4.2M0.79%
24CSX CORPCSX105,761$3.7M0.68%
25EATON CORP PLCETN10,594$3.5M0.66%
26INVESCO EXCHANGE TRADED FD TIVZ19,072$3.4M0.64%
27CARLYLE SECURED LENDING INCCGBD197,990$3.4M0.63%
28ISHARES TR46428710111,705$3.2M0.61%
29SPDR SER TR78464A656122,293$3.2M0.60%
30ISHARES TR46434V80389,085$3.2M0.59%
31ABBVIE INCABBV15,978$3.2M0.59%
32BAIN CAP SPECIALTY FIN INC05684B107187,479$3.1M0.58%
33J P MORGAN EXCHANGE TRADED F46641Q33251,270$3.1M0.57%
34JOHNSON & JOHNSONJNJ17,785$2.9M0.54%
35SPDR SER TR78464A85442,248$2.9M0.53%
36HOME DEPOT INCHD6,663$2.7M0.51%
37ZOETIS INCZTS13,802$2.7M0.50%
38ISHARES TR46428715021,460$2.7M0.50%
39AMGEN INCAMGN8,067$2.6M0.49%
40VANGUARD WHITEHALL FDS92194688538,944$2.6M0.48%
41COMCAST CORP NEWCCZ58,604$2.4M0.46%
42J P MORGAN EXCHANGE TRADED F46654Q20343,827$2.4M0.45%
43KELLANOVABEKE29,001$2.3M0.44%
44PNC FINL SVCS GROUP INC69347510512,460$2.3M0.43%
45PARKER-HANNIFIN CORPPH3,642$2.3M0.43%
46ISHARES TR4642876146,087$2.3M0.43%
47CISCO SYS INCCSCO42,734$2.3M0.43%
48COLGATE PALMOLIVE COCL21,883$2.3M0.43%
49ISHARES TR46428730923,508$2.3M0.42%
50ALPHABET INCGOOG13,289$2.2M0.41%
51ISHARES TR46429B65543,166$2.2M0.41%
52ISHARES TR46428746526,267$2.2M0.41%
53MORGAN STANLEYMS-PQ20,763$2.2M0.41%
54SEI INVTS CO78411710331,011$2.1M0.40%
55ROBERT HALF INC.RHI31,814$2.1M0.40%
56THE CIGNA GROUP1255231006,158$2.1M0.40%
57VERIZON COMMUNICATIONS INCVZ47,404$2.1M0.40%
58GOLDMAN SACHS GROUP INCGSCE4,293$2.1M0.40%
59VANECK ETF TRUST92189F64321,671$2.1M0.39%
60VANECK ETF TRUST92189F43771,185$2.1M0.39%
61BANK AMERICA CORP06050510452,253$2.1M0.39%
62FEDEX CORPFDX7,528$2.1M0.39%
63ISHARES TR46428759810,784$2.0M0.38%
64STARBUCKS CORPSBUX20,977$2.0M0.38%
65ESSEX PPTY TR INC2971781056,827$2.0M0.38%
66PEPSICO INCPEP11,634$2.0M0.37%
67MID-AMER APT CMNTYS INC59522J10312,335$2.0M0.37%
68ELI LILLY & COLLY2,191$1.9M0.36%
69ISHARES TR46434V62130,506$1.9M0.36%
70MCCORMICK & CO INCMKC-V23,035$1.9M0.35%
71WEC ENERGY GROUP INCWEC19,694$1.9M0.35%
72COCA COLA COKO26,322$1.9M0.35%
73ISHARES TR46435U71339,743$1.9M0.35%
74HASBRO INCHAS25,461$1.8M0.34%
75KIMBERLY-CLARK CORPKMB12,721$1.8M0.34%
76COGNIZANT TECHNOLOGY SOLUTIOCTSH23,381$1.8M0.34%
77DIAMONDBACK ENERGY INCFANG10,436$1.8M0.34%
78ENBRIDGE INCENNPF44,043$1.8M0.33%
79AMDOCS LTDDOX20,195$1.8M0.33%
80LANDSTAR SYS INCLSTR9,263$1.7M0.33%
81HONEYWELL INTL INC4385161068,424$1.7M0.33%
82CONAGRA BRANDS INCCAG51,660$1.7M0.31%
83ABBOTT LABSABLZF14,542$1.7M0.31%
84COSTCO WHSL CORP NEW22160K1051,779$1.6M0.30%
85PRICE T ROWE GROUP INCTROW14,364$1.6M0.29%
86TORONTO DOMINION BK ONTTORO24,566$1.6M0.29%
87ISHARES TR46428724213,477$1.5M0.28%
88BANK NEW YORK MELLON CORP06405810021,032$1.5M0.28%
89FLOWERS FOODS INCFLO64,684$1.5M0.28%
90BANK MONTREAL QUE06367110116,516$1.5M0.28%
91ISHARES TR46429B69716,010$1.5M0.27%
92META PLATFORMS INCMETA2,505$1.4M0.27%
93COTERRA ENERGY INCCTRA59,251$1.4M0.27%
94BERKSHIRE HATHAWAY INC DELBRK-A3,058$1.4M0.26%
95ATMOS ENERGY CORPATO10,120$1.4M0.26%
96MARSH & MCLENNAN COS INC5717481026,170$1.4M0.26%
97JPMORGAN CHASE & CO.VYLD6,387$1.3M0.25%
98ORACLE CORPORCL-PD7,892$1.3M0.25%
993M COMMM9,740$1.3M0.25%
100NATIONAL FUEL GAS CONFG21,742$1.3M0.25%
101ISHARES TR46428749914,332$1.3M0.24%
102EXXON MOBIL CORPXOM10,774$1.3M0.24%
103NETFLIX INCNFLX1,759$1.2M0.23%
104OGE ENERGY CORPOGE30,363$1.2M0.23%
105MASTERCARD INCORPORATEDMA2,472$1.2M0.23%
106TRACTOR SUPPLY COTSCO4,156$1.2M0.23%
107ALPHABET INCGOOG7,147$1.2M0.22%
108SCHWAB STRATEGIC TR80852479714,073$1.2M0.22%
109MANPOWERGROUP INC WISMAN16,104$1.2M0.22%
110ISHARES TR46428828112,637$1.2M0.22%
111ISHARES TR46434V87823,027$1.2M0.22%
112LOWES COS INC5486611074,253$1.2M0.22%
113ISHARES TR46428722611,293$1.1M0.21%
114FIRST TR EXCHNG TRADED FD VI33740F43332,140$1.1M0.21%
115FS KKR CAP CORPFSK57,220$1.1M0.21%
116VANGUARD INDEX FDS9229086374,229$1.1M0.21%
117BLUE OWL CAP CORP III69122G10275,470$1.1M0.20%
118BRUNSWICK CORPBC-PC12,635$1.1M0.20%
119MERCK & CO INCMRK9,284$1.1M0.20%
120CVS HEALTH CORPCVS16,557$1.0M0.19%
121ISHARES TR4642876223,288$1.0M0.19%
122L3HARRIS TECHNOLOGIES INCLHX4,327$1.0M0.19%
123ISHARES TR46428734125,189$1.0M0.19%
124RTX CORPORATIONRTX8,302$1.0M0.19%
125INVESCO EXCH TRADED FD TR IIIVZ79,549$982,4300.18%
126ISHARES TR46434V86019,164$969,6980.18%
127UNITEDHEALTH GROUP INCUNH1,619$946,5970.18%
128ISHARES TR46432F83412,824$931,4070.17%
129VANGUARD ADMIRAL FDS INC9219325052,660$918,4710.17%
130LAM RESEARCH CORPLRCX1,118$912,3770.17%
131BRISTOL-MYERS SQUIBB COCELG-RI17,415$901,0520.17%
132THERMO FISHER SCIENTIFIC INCTMO1,448$895,6890.17%
133VISA INCV3,229$887,8140.17%
134CINTAS CORPCTAS4,281$881,3720.16%
135VANGUARD INDEX FDS9229085538,954$872,3270.16%
136ISHARES TR46435G52411,452$854,2050.16%
137INTERNATIONAL BUSINESS MACHSINTR3,845$849,9690.16%
138VANGUARD WORLD FD9219108162,506$806,8070.15%
139PFIZER INCPFE27,393$792,7670.15%
140CONOCOPHILLIPSCOP7,511$790,7580.15%
141EMERSON ELEC COEMR7,221$789,7610.15%
142ISHARES TR46435G1029,197$769,5130.14%
143MSCI INCMSCI1,272$741,4870.14%
144SPOTIFY TECHNOLOGY S ASPOT1,965$724,1610.14%
145ISHARES TR4642874578,593$714,5170.13%
146SELECT SECTOR SPDR TR81369Y5067,734$679,0840.13%
147ISHARES TR4642882575,575$666,4910.12%
148BROADCOM INCAVGO3,783$652,5680.12%
149CATERPILLAR INCCAT1,608$628,9210.12%
150SCHWAB STRATEGIC TR8085242019,122$618,9280.12%
151ISHARES TR46428723413,455$617,0560.12%
152VANGUARD INTL EQUITY INDEX F9220427184,876$614,1810.11%
153ISHARES TR46432F3963,018$611,9300.11%
154SPDR SER TR78468R40823,468$604,3010.11%
155PROGRESSIVE CORP7433151032,330$591,2610.11%
156DEERE & CODE1,405$586,3490.11%
157ISHARES TR4642874814,900$574,7210.11%
158ISHARES TR4642876481,914$543,4470.10%
159FREEPORT-MCMORAN INCFCX10,650$531,6480.10%
160VANGUARD WORLD FD92204A702902$529,0070.10%
161ISHARES INC46434G1039,053$519,7400.10%
162ISHARES U S ETF TR46431W50710,062$515,5770.10%
163BOOKING HOLDINGS INCBKNG120$505,4540.09%
164NORTHROP GRUMMAN CORPNOC950$501,6670.09%
165LENNAR CORPLEN-B2,535$475,2620.09%
166ALTRIA GROUP INCMO9,129$465,9440.09%
167VANGUARD WORLD FD92204A8843,192$464,0850.09%
168VANGUARD INTL EQUITY INDEX F9220428589,330$446,4410.08%
169VANGUARD INDEX FDS9229087361,152$442,4150.08%
170COPART INCCPRT8,437$442,0990.08%
171NEXTERA ENERGY INCNEE-PW5,129$433,5540.08%
172NEWELL BRANDS INCNWL56,392$433,0910.08%
173PACER FDS TR69374H8817,319$423,2580.08%
174VANGUARD TAX-MANAGED FDS9219438587,944$419,5180.08%
175SELECT SECTOR SPDR TR81369Y8031,833$413,8180.08%
176LOCKHEED MARTIN CORPLMT693$405,1000.08%
177BLACKROCK INCBLK422$400,6930.07%
178VERTIV HOLDINGS COVRT4,015$399,4520.07%
179BROADSTONE NET LEASE INCBNL20,938$396,7750.07%
180INVESCO EXCH TRADED FD TR IIIVZ18,340$385,3230.07%
181MONDELEZ INTL INC6092071055,058$372,6230.07%
182ISHARES TR4642876302,227$371,4470.07%
183SPDR SER TR78464A7632,570$365,0430.07%
184MARVELL TECHNOLOGY INCMRVL5,053$364,4220.07%
185CHEVRON CORP NEWCVX2,455$361,5480.07%
186CITIGROUP INCC-PR5,649$353,6270.07%
187WALMART INCWMT4,362$352,2560.07%
188ISHARES TR46432F8424,503$351,4970.07%
189RBB FD INC74933W4606,816$342,1630.06%
190GATES INDL CORP PLCG3910810819,277$338,3110.06%
191VANGUARD SCOTTSDALE FDS92206C7144,055$337,9030.06%
192AT&T INCT-PC15,162$333,5640.06%
193APPLIED MATLS INC0382221051,646$332,5410.06%
194NORFOLK SOUTHN CORP6558441081,328$330,0080.06%
195SALESFORCE INCCRM1,204$329,5470.06%
196CHUBB LIMITEDCB1,121$323,2850.06%
197TEXAS ROADHOUSE INCTXRH1,818$321,0590.06%
198ISHARES TR4642877624,885$317,4950.06%
199NOVO-NORDISK A SNONOF2,664$317,2020.06%
200PENNANTPARK INVT CORP70806210443,935$307,1060.06%
201ARISTA NETWORKS INCANET795$305,1370.06%
202INTEL CORPINTC12,996$304,8930.06%
203FLOWSERVE CORPFLS5,853$302,5420.06%
204FORTINET INCFTNT3,858$299,1880.06%
205GE AEROSPACE3696043011,578$297,5790.06%
206CAPITAL GROUP DIVIDEND VALUE14020W1068,120$295,8930.06%
207INVESCO EXCHANGE TRADED FD TIVZ6,127$291,2160.05%
208BANK AMERICA CORP060505682227$288,9730.05%
209SMARTSHEET INC83200N1035,158$285,5470.05%
210GENERAL MTRS CO37045V1006,328$283,7480.05%
211AXIS CAP HLDGS LTDG0692U1093,564$283,7300.05%
212ISHARES TR4642886532,535$277,1520.05%
213OWENS CORNING NEWOC1,557$274,8420.05%
214SKECHERS U S A INC8305661054,028$269,5540.05%
215HEWLETT PACKARD ENTERPRISE CHPE-PC13,047$266,9420.05%
216DANAHER CORPORATION235851102954$265,2310.05%
217BLACKROCK ETF TRUSTBLK4,213$264,3240.05%
218VALERO ENERGY CORPVLO1,942$262,2280.05%
219DOCUSIGN INCDOCU4,164$258,5430.05%
220CITIZENS FINL GROUP INCCIA6,289$258,2890.05%
221PALO ALTO NETWORKS INCPANW753$257,3750.05%
222VANGUARD BD INDEX FDS9219378353,404$255,6740.05%
223CROWDSTRIKE HLDGS INCCRWD905$253,8250.05%
224DICKS SPORTING GOODS INC2533931021,214$253,3620.05%
225FIDELITY NATL INFORMATION SV31620M1062,992$250,5800.05%
226ECOLAB INCECL980$250,2230.05%
227ISHARES TR4642884142,300$249,8490.05%
228SHERWIN WILLIAMS COSHW652$248,8490.05%
229VERISIGN INCVRSN1,303$247,5180.05%
230ROSS STORES INCROST1,620$243,8260.05%
231NORDSON CORPNDSN913$239,7810.04%
232DISCOVER FINL SVCS2547091081,707$239,4750.04%
233ROLLINS INCROL4,683$236,8660.04%
234MCDONALDS CORPMCD772$235,0820.04%
235PIMCO ETF TR72201R8332,326$234,2050.04%
236BLOCK H & R INCBSQKZ3,664$232,8470.04%
237CINCINNATI FINL CORP1720621011,707$232,3570.04%
238MASCO CORPMAS2,744$230,3310.04%
239GUIDEWIRE SOFTWARE INCGWRE1,259$230,3210.04%
240DISNEY WALT CO2546871062,363$227,3340.04%
241VANGUARD INDEX FDS922908629858$226,3660.04%
242FIRST HORIZON CORPORATIONFHN-PH14,565$226,1940.04%
243MONOLITHIC PWR SYS INC609839105242$223,7290.04%
244AUTOMATIC DATA PROCESSING INADP806$223,0440.04%
245TRAVELERS COMPANIES INCTRV949$222,1800.04%
246CENTENE CORP DELCNC2,949$222,0010.04%
247TRAVEL PLUS LEISURE CO8941641024,809$221,5990.04%
248CHIPOTLE MEXICAN GRILL INCCMG3,840$221,2610.04%
249VANGUARD SPECIALIZED FUNDS9219088441,113$220,4410.04%
250PAYPAL HLDGS INCPYPL2,822$220,2010.04%
251BERRY GLOBAL GROUP INC08579W1033,219$218,8280.04%
252TRIMBLE INCTRMB3,491$216,7560.04%
253TEXAS INSTRS INC8825081041,047$216,2430.04%
254CARVANA COCVNA1,240$215,8960.04%
255SCHWAB STRATEGIC TR8085248055,244$215,6530.04%
256GOLDMAN SACHS ETF TRNVGLF3,080$213,5920.04%
257WABTEC9297401081,173$213,2160.04%
258BEST BUY INCBBY2,061$212,9010.04%
259CME GROUP INCCME961$212,0450.04%
260ISHARES TR4642885701,940$211,0530.04%
261EVERGY INCEVRG3,374$209,2220.04%
262VANGUARD WORLD FD9219108731,003$207,2600.04%
263AKAMAI TECHNOLOGIES INCAKAM2,038$205,7310.04%
264VANGUARD INTL EQUITY INDEX F9220427753,240$204,1200.04%
265INTERNATIONAL PAPER CO4601461034,131$201,7990.04%
266XCEL ENERGY INCXELLL3,077$200,9280.04%
267HUNTSMAN CORPHUN8,292$200,6660.04%
268APPLOVIN CORPAPP1,535$200,3940.04%
269RIVIAN AUTOMOTIVE INCRIVN15,921$178,6340.03%
270BLUE OWL CAPITAL CORPORATIONOWL11,759$171,3290.03%
271AMCOR PLCAMCCF13,792$156,2630.03%
272PLAYTIKA HLDG CORPPLTK12,833$101,6370.02%
273ADT INC DELADT12,308$88,9870.02%